Barton Investment Management
Latest statistics and disclosures from Barton Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NFLX, SHOP, AMZN, OWL, GLBE, and represent 70.24% of Barton Investment Management's stock portfolio.
- Added to shares of these 6 stocks: GTLB, OWL, VGSH, GLBE, GFL, PFE.
- Started 1 new stock position in VGSH.
- Reduced shares in these 10 stocks: NFLX (-$48M), AMZN (-$15M), SHOP (-$14M), BL, PYPL, EA, EQIX, AL, AMT, VRT.
- Sold out of its positions in AVGO, TFX, VRT.
- Barton Investment Management was a net seller of stock by $-74M.
- Barton Investment Management has $814M in assets under management (AUM), dropping by -13.66%.
- Central Index Key (CIK): 0001387818
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Portfolio Holdings for Barton Investment Management
Barton Investment Management holds 46 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Netflix (NFLX) | 28.6 | $233M | -16% | 250k | 932.53 |
|
| Shopify Cl A (SHOP) | 20.3 | $165M | -7% | 1.7M | 95.48 |
|
| Amazon (AMZN) | 12.2 | $99M | -13% | 520k | 190.26 |
|
| Blue Owl Capital Com Cl A (OWL) | 4.7 | $38M | +4% | 1.9M | 20.04 |
|
| Global E Online SHS (GLBE) | 4.5 | $37M | +3% | 1.0M | 35.65 |
|
| Air Lease Corp Cl A (AL) | 4.0 | $32M | 668k | 48.31 |
|
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| Equinix (EQIX) | 3.8 | $31M | 38k | 815.35 |
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| Okta Cl A (OKTA) | 3.3 | $27M | 259k | 105.22 |
|
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| Gitlab Class A Com (GTLB) | 2.5 | $21M | +30% | 439k | 47.00 |
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| Gfl Environmental Sub Vtg Shs (GFL) | 2.5 | $20M | 418k | 48.31 |
|
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| American Tower Reit (AMT) | 2.3 | $19M | 86k | 217.60 |
|
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| Blackline (BL) | 1.3 | $11M | -18% | 223k | 48.42 |
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| Microsoft Corporation (MSFT) | 1.2 | $9.7M | 26k | 375.39 |
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| Paypal Holdings (PYPL) | 1.1 | $8.7M | -6% | 133k | 65.25 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.0 | $8.0M | 10.00 | 798441.60 |
|
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| Electronic Arts (EA) | 1.0 | $7.8M | -7% | 54k | 144.52 |
|
| Qualcomm (QCOM) | 0.9 | $7.5M | 49k | 153.61 |
|
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| Apple (AAPL) | 0.8 | $6.5M | 29k | 222.13 |
|
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| BERKSHIRE HATHAWAY Cl B CL B | 0.7 | $5.6M | 11k | 532.58 |
|
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $3.2M | -2% | 12k | 274.84 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $3.0M | 19k | 154.64 |
|
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| Johnson & Johnson (JNJ) | 0.3 | $2.5M | 15k | 165.84 |
|
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| Abbvie (ABBV) | 0.2 | $2.0M | 9.6k | 209.52 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.7M | -7% | 11k | 156.23 |
|
| T. Rowe Price (TROW) | 0.2 | $1.6M | -5% | 17k | 91.87 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $1.5M | 13k | 118.93 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $1.5M | NEW | 25k | 58.69 |
|
| Abbott Laboratories (ABT) | 0.2 | $1.3M | 9.9k | 132.65 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $1.2M | 3.2k | 383.53 |
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| Doordash Cl A (DASH) | 0.1 | $1.1M | 6.0k | 182.77 |
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| Costco Wholesale Corporation (COST) | 0.1 | $969k | 1.0k | 945.78 |
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| Oracle Corporation (ORCL) | 0.1 | $921k | -9% | 6.6k | 139.81 |
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| Merck & Co (MRK) | 0.1 | $732k | 8.2k | 89.76 |
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| Bill Com Holdings Ord (BILL) | 0.1 | $637k | -2% | 14k | 45.89 |
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| Walt Disney Company (DIS) | 0.1 | $621k | 6.3k | 98.70 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $469k | 839.00 | 559.39 |
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| American Express Company (AXP) | 0.1 | $467k | 1.7k | 269.05 |
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| Meta Platforms Cl A (META) | 0.1 | $441k | 765.00 | 576.36 |
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| Automatic Data Processing (ADP) | 0.1 | $428k | 1.4k | 305.53 |
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| NVIDIA Corporation (NVDA) | 0.1 | $425k | -18% | 3.9k | 108.38 |
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| Cigna Corp (CI) | 0.0 | $355k | 1.1k | 329.00 |
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| Cisco Systems (CSCO) | 0.0 | $263k | 4.3k | 61.71 |
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| Pfizer (PFE) | 0.0 | $247k | 9.7k | 25.34 |
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| Wal-Mart Stores (WMT) | 0.0 | $223k | 2.5k | 87.79 |
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| Northern Trust Corporation (NTRS) | 0.0 | $222k | 2.3k | 98.65 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $213k | 1.2k | 172.74 |
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Past Filings by Barton Investment Management
SEC 13F filings are viewable for Barton Investment Management going back to 2010
- Barton Investment Management 2025 Q1 filed April 11, 2025
- Barton Investment Management 2024 Q4 filed Jan. 27, 2025
- Barton Investment Management 2024 Q3 filed Oct. 17, 2024
- Barton Investment Management 2024 Q2 filed July 18, 2024
- Barton Investment Management 2024 Q1 filed April 26, 2024
- Barton Investment Management 2023 Q4 restated filed Jan. 24, 2024
- Barton Investment Management 2023 Q4 filed Jan. 23, 2024
- Barton Investment Management 2023 Q3 filed Oct. 16, 2023
- Barton Investment Management 2023 Q2 filed July 24, 2023
- Barton Investment Management 2023 Q1 filed April 18, 2023
- Barton Investment Management 2022 Q4 filed Jan. 26, 2023
- Barton Investment Management 2022 Q3 filed Oct. 20, 2022
- Barton Investment Management 2022 Q2 filed July 15, 2022
- Barton Investment Management 2022 Q1 filed April 20, 2022
- Barton Investment Management 2021 Q4 filed Jan. 18, 2022
- Barton Investment Management 2021 Q3 filed Oct. 18, 2021